Business Records-Ethics - Central Valley Workshop 07.24.18
Tuesday, July 24, 2018, 6:20 PM - 9:00 PM PDT
Category: In-Person Chapter Meetings
Business Records - Ethics with Olivia Belmares & Karen De Vaney Central Valley Chapter Workshop
Date and Time:
Tuesday, July 24, 2018 6:20 p.m. - 9:00 p.m.
Location:
The Elk's Lodge 645 Charity Way Modesto, CA 95356
Topic: Business Records - Ethics
This part of the workshop will be to share info on how do you keep your tax files, tips that work for your office and subpoena of records and more. We will also cover the best practice procedures of documentation. You must have procedures in place regarding the implementation and overseeing of your firm's practice of providing advise concerning Federal tax issues. Your procedure to document that you have take and do take reasonable steps to ensure your firm's members follow your internal procedures consistently.
Presenters:
Olivia Belmares & Karen De Vaney Presenter Bios: Karen De Vaney has been a tax preparer for 40 plus years and also has tough basic bookkeeping and payroll at MJC. Olivia Belmares has years of experience as a city worker dealing with individuals in need of support organizing court documents and immigration issues.
Registration:
Workshop only (4 hours CE): $50 members & $65 non-members
Dinner Meeting only (2 hours CE) $35 members & $50 non-members
Workshop & Dinner (6 hours CE) $65 members & $80 non-members
Please Contact Karen DeVaney or Marie Archibeque to register:
Karen's email: [email protected] Marie's phone: 209-573-2399
CPE Information:
2 Ethics Hours CTEC: 1000-CE-4393 IRS: 18QC1-E-01018-18-I
Knowledge Level:
Basic
This presentation has been designed to meet the requirements of the Return Preparer Office, the California State Board of Accountancy; and the California Tax Education Council including code 31 of Federal Regulations10.6 (g). This does not constitute an endorsement by these groups. A listing of additional requirements to renew tax preparer registration may be obtained by contacting CTEC at P.O. Box 2890, Sacramento, CA. 95812- 2890, or phone CTEC at (877) 850-2832, or on the Internet at www.ctec.org.
Contact: Karen DeVaney or Marie Archibeque
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